Ken Fisher

Ken Fisher Fisher Asset Management

AUM $276B
1-Year Est. Return 24.78%
 

Ken Fisher is the founder and executive chairman of Fisher Investments, a global money management firm overseeing billions of dollars in assets. He gained early recognition for pioneering the use of the price-to-sales ratio in stock analysis and wrote the long-running “Portfolio Strategy” column in Forbes. Over the years, Fisher has authored numerous books on investing and wealth management, many of which have become bestsellers.

This Quarter Est. Return
1 Year Est. Return
+24.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181B
AUM Growth
+$16.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,244
New
Increased
Reduced
Closed

Top Buys

1 +$815M
2 +$744M
3 +$661M
4
PG icon
Procter & Gamble
PG
+$651M
5
XOM icon
Exxon Mobil
XOM
+$570M

Top Sells

1 +$746M
2 +$579M
3 +$542M
4
UBER icon
Uber
UBER
+$497M
5
TGT icon
Target
TGT
+$423M

Sector Composition

1 Technology 27.95%
2 Financials 10.94%
3 Healthcare 9.68%
4 Consumer Discretionary 9.44%
5 Industrials 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
951
$192K ﹤0.01%
24,431
-2,264
952
$179K ﹤0.01%
10,000
953
$174K ﹤0.01%
774
-976
954
$167K ﹤0.01%
1,527
955
$167K ﹤0.01%
23,841
+67
956
$167K ﹤0.01%
+16,485
957
$165K ﹤0.01%
19,231
958
$158K ﹤0.01%
5,403
959
$158K ﹤0.01%
+27,387
960
$150K ﹤0.01%
13,137
961
$150K ﹤0.01%
16,000
962
$144K ﹤0.01%
11,350
-8,649
963
$134K ﹤0.01%
+11,713
964
$131K ﹤0.01%
12,646
-3,705
965
$131K ﹤0.01%
14,178
-11,266
966
$130K ﹤0.01%
+12,361
967
$129K ﹤0.01%
4,008
968
$122K ﹤0.01%
3,175
-391
969
$119K ﹤0.01%
+13,517
970
$89.1K ﹤0.01%
2,018
-303
971
$89K ﹤0.01%
110
972
$87.1K ﹤0.01%
2,940
973
$85.7K ﹤0.01%
2,768
974
$81K ﹤0.01%
935
975
$80.6K ﹤0.01%
+12,628